Daniel Cook

All Posts

  • The 1% - Stocks Under $5 That May Hook You

    By Daniel Cook - June 25, 2013 | Tickers: TINY, MUX

    What's so meaningful about under $5 anyway?

    99% of the time, professional money managers will not even look at a stock priced under $5. Not even for a quick peek.

    Their decision has nothing to do with the underlying company; it has everything to do with the regulatory risk assumed by the manager when speculating on low-priced securities.

    Professionals are risking more than loss of money when they venture more »

  • 5 Underlying Trends Supporting This Fertilizer Company

    By Daniel Cook - February 26, 2013 | Tickers: IPI, POT, MOS

    Analysts adjust what they are guiding—as potash prices continue sliding.

    Perhaps it’s time to start buy-buy buying?

    The USDA expects farm-income in 2013 to be the highest in 40 years. Unless they lose it all speculating in the future’s market, farmers across the world will be using a portion of their earnings to put nutrients back into the ground.

    Bottom Line: Analysts have already begun lowering their more »

  • Fun Facts Gleaned from Agrium’s Sell-Side Event

    By Daniel Cook - February 25, 2013 | Tickers: AGU, MON

    Despite the growing stock price, Agrium (NYSE: AGU) felt the need to take a “deep-dive” into the business on January 28, 2013.

    Punchy words like “switch a roo” and “midnight comparables” seem to have found their mark on Agrium’s CEO Michael M. Wilson. Roughly 10% of their presentation was spent punching-back against activist investor JANA Partners LLC.

    Extensive JANA justification stole the show— but it’s unclear as to more »

  • Why Can’t Intel Be Cool Like Apple and Microsoft?

    By Daniel Cook - February 20, 2013 | Tickers: AAPL, INTC, MSFT

    Aside from the Apple (NASDAQ: AAPL) shareholders who bought the stock when it was above $480, Apple is still pretty cool to everyone that uses their products. Sure, the coolness of Microsoft’s (NASDAQ: MSFT) new commercials and products is still debatable, but the coolness of the 3.3% dividend is not.  So the real question is why can’t Intel be cool like Apple?

    Intel (NASDAQ: INTC) already has more »

  • 5 Underlying Trends Supporting GUID

    By Daniel Cook - February 20, 2013 | Tickers: GUID, FIRE, SYMC

    Data, data, and more data— mountains of data in ever-increasing amounts must be protected, preserved, and investigated. Guidance Software, Inc. (NASDAQ: GUID) happens to be the world’s leader in digital investigations, a multi-billion dollar market growing at 10% annually. Sony and TJ Maxx wish they had talked with Guidance before the breach, instead of after.

    Occasionally, the market’s short termism’ provides an opportunity to start a new position more »

  • Tiny Tools, Big Solutions

    By Daniel Cook - January 3, 2013 | Tickers: AMGN, DD, TINY, NPTN

    Think of nanotechnology as a set of tools that are applicable to a broad set of industries. These special little tools are improving product capabilities, end-user experiences, and manufacturing productivity. According to Lux Research, $3.1 trillion worth of nanotechnology-enabled products are expected to be sold in 2015.

    Boom and Bust

    Many will recall the market’s euphoria for anything “nanotech” back in the early 2000's. During the bubble more »

  • The Tastiest Spin-off of 2012

    By Daniel Cook - December 13, 2012 | Tickers: TAST, CMG, FRGI, PNRA

    Fast-casual is currently the fastest growing segment of the restaurant industry. As the trend continues to gain momentum, traditional fast food and sit-down restaurants are eager to jump on the fast-casual bandwagon. The fast-casual brands highlighted below are not as widely known as Panera Bread (NASDAQ: PNRA) and Chipotle Mexican Grill (NYSE: CMG), but they too have lengthy track records of success, and cultures that are rooted in quality.

    Pollo more »

  • “Financial firms no longer have the desire nor the skills to bring innovations to the market.”

    By Daniel Cook - December 4, 2012

    According to Harris & Harris Group’s CEO Doug Jamison on the company’s recent Q3 conference call November 11, 2012. This particular call is more interesting than most as Doug speaks openly and frustratingly about the headwinds facing TINY; and the American Economy. In addition to the title quote, here are a few more bold remarks that I’ve summarized from Doug’s presentation:

     

    “The financial world is dominated by more »